Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Executive Compensation and Benefit Strategies
  • Divorce Financial Planning
  • Small Business
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning


  • CDFA® Certified Divorce Financial Analyst
  • AIF® Accredited Investment Fiduciary®
  • AAMS™ Accredited Asset Management Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™


  • MBA - Master's of Business Administration - ESMT European School of Management and Technology Berlin

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, and 2023
  • Orchard Financial Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Orchard Financial Group, Ameriprise Client Experience Award, 2020 & 2021
  • Five Star Wealth Manager, 2014, 2015, 2016, 2018, 2019, 2020, 2021, & 2022
  • Ameriprise Circle of Success, 2012-2022

Honored to be recognized in Forbes

I’m thrilled to share that Orchard Financial Group has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

Community participation

  • HRC Federal Club Council - House Council National Level
  • MS Society - Donor & Top 100 Los Angeles fundraiser
  • APLA - Aids Walk - Annual Donor
  • The Trevor Project - Annual Donor
  • Susan G Komen Race for the Cure, participant and donor
  • American Heart Association - Donor
  • American Foundation for Equal Rights - Donor
  • KCRW Public Radio Station - Member Donor
  • Habitat for Humanity - Annual Donor
  • Heal the Bay - Annual Donor and Member
  • The Los Angeles Conservancy - Supporting Member


  • Traveling
  • Certified Advanced and frequent Open Water Scuba Diver
  • Giving back to underserved communities

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.